I understand it much better now, thanks! (I did not know about Tencent, and I foolishly had not read that footnote carefully enough.)
Although I don’t fully understand why drawing attention to two companies is viewed acceptable when drawing attention to only one company is not. As said, other companies also have a notable chance of becoming the leader.
Probably drawing attention to one particular company can be seen as a targeted attack or advertisement, and one is much less likely to advertise for/attack two companies at the same time. But one could be “playing for” other company (say, X AI or Anthropic) and thereby be attacking other leading companies?
As I understand it, the stated goal of the text was to build a concrete scenario despite this problem. Even though increased concreteness reduces the probability of a particular scenario from the cluster, it has other useful properties.
For example, it is probably easier and more interesting to analyze a concrete story. Building one and reconciling it with reality can be an exercise that improves one`s ability to make predictions.